SECTORAL ASSET MANAGEMENT INC
Top Portfolio Positions
77 positions ·
$117,070,256 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EVMN |
Evommune, Inc.
Healthcare
|
589,005 | $13,541,224 | 11.57% | |
| CTNM |
Contineum Therapeutics, Inc.
Healthcare
|
727,587 | $9,502,286 | 8.12% | |
| SI |
Shoulder Innovations, Inc.
|
430,407 | $6,253,813 | 5.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,354 | $5,844,218 | 4.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
18,218 | $4,453,207 | 3.80% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
14,957 | $4,047,214 | 3.46% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
27,490 | $3,831,281 | 3.27% | |
| AMGN |
Amgen Inc
Healthcare
|
9,210 | $3,240,538 | 2.77% | |
| INSM |
INSMED Inc
Healthcare
|
19,668 | $3,216,111 | 2.75% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
7,007 | $3,128,905 | 2.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RAPP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $795,423 | 25,421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,180,984 | 38,925 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,291,356 | 43,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,045,008 | 179,860 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||